Investment & Securities

Experience Highlights

Private investments for a major institutional investor
Represented a major institutional investor in connection with over 30 investments, with an aggregate value of nearly $3 billion, in various private more
Investment management advice for United Capital Financial Partners, Inc.
Advised United Capital Financial Partners, Inc., a financial services industry consolidator, on various acquisition and investment management matters. more
Improper trading activity by an investment adviser
Represented financial institution and investment adviser in alleged improper trading activity by a portfolio manager. more
Representing investment manager in structuring investment vehicles
Representing and advising a $1 billion investment manager in structuring privately-offered domestic and offshore investment vehicles. more

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